Wolverine Trading
HELE icon

Wolverine Trading’s Helen of Troy HELE Stock Holding History

Wolverine Trading’s Portfolio HELE Stock Details HELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$337K Sell
13,081
-6,931
-35% -$168K ﹤0.01% 4208
2025
Q2 		$567K Buy
20,012
+13,460
+205% +$413K ﹤0.01% 2840
2025
Q1 		$354K Buy
+6,552
New +$379K ﹤0.01% 3343
2024
Q4 		– Sell
-4,544
Closed -$302K – 5501
2024
Q3 		$280K Buy
+4,544
New +$269K ﹤0.01% 3709
2024
Q2 		– Sell
-1,958
Closed -$226K – 4782
2024
Q1 		$226K Buy
+1,958
New +$234K ﹤0.01% 3661
2023
Q3 		– Sell
-28,337
Closed -$3.04M – 4739
2023
Q2 		$3.04M Buy
+28,337
New +$2.71M ﹤0.01% 1224
2022
Q1 		– Sell
-1,674
Closed -$353K – 5806
2021
Q4 		$407K Sell
1,674
-651
-28% -$154K ﹤0.01% 3725
2021
Q3 		$534K Buy
2,325
+572
+33% +$131K ﹤0.01% 3839
2021
Q2 		$399K Buy
+1,753
New +$385K ﹤0.01% 4026
2020
Q1 		– Sell
-3,595
Closed -$648K – 4878
2019
Q4 		$648K Buy
+3,595
New +$577K ﹤0.01% 2843
2018
Q3 		– Sell
-2,714
Closed -$236K – 5292
2018
Q2 		$236K Hold
2,714
– – ﹤0.01% 4143
2018
Q1 		$236K Buy
+2,714
New +$247K ﹤0.01% 4143

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wolverine Trading's HELE Position: Q3 2025 in Review

Wolverine Trading reduced its Helen of Troy (HELE) stake by 35% in Q3 2025, selling an estimated $168K and leaving 13,081 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #4208.

Wolverine Trading first reported a position in HELE in Q1 2018 and has held it in 12 quarters since. The position peaked at $3.04M in Q2 2023. 205 funds tracked by Wall St. Rank hold HELE as of Q3 2025.

  • Wolverine Trading held 13,081 shares of Helen of Troy worth $337K as of Q3 2025.
  • Wolverine Trading sold 6,931 Helen of Troy shares in Q3 2025, an estimated $168K.
  • Helen of Troy made up ﹤0.01% of Wolverine Trading's portfolio in Q3 2025, its #4208 holding.
  • Wolverine Trading first reported a position in Helen of Troy in Q1 2018 and has held it in 12 quarters since.
  • Wolverine Trading's Helen of Troy position peaked at $3.04M in Q2 2023.
  • 205 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2025.

Based on Wolverine Trading's 13F filing for Q3 2025, filed 14 Nov 2025.